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CIK: 0001794034
Total reported value
$377.6M
$377.6M
9 檔
73.7%
As reported in its official Q1 2026 Form 13F filing, Juniper Investment Company, LLC's tracked investment portfolio stood at $377.6M with 9 total positions.
In Q1 2026, Juniper Investment Company, LLC displayed an active expansion posture, initiating 1 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LINC | Lincoln Educational Services | Stock-Other | 25.16% | -2.26% | -17.98% | |
| 2 | BVS | Bioventus Inc - A | Stock-Other | 20.22% | -2.87% | — | |
| 3 | ALNT | Allient Inc | Stock-Other | 15.01% | +5.77% | -8.43% | |
| 4 | OFIX | Orthofix Medical Inc | Stock-Other | 14.56% | -3.81% | +13.29% | |
| 5 | AORT | Artivion Inc | Stock-Other | 13.89% | -1.87% | — | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 4.93% | +1.37% | — | |
| 7 | LYTS | Lsi Industries Inc | Stock-Other | 4.57% | +0.93% | +125.69% | |
| 8 | ALOT | Astronova Inc | Stock-Other | 1.57% | +2.47% | — | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 0.10% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LINC | Lincoln Educational Services | +5.5% | -17.98% | Trim |
| 2 | BVS | Bioventus Inc - A | +2.5% | — | Unchanged |
| 3 | LYTS | Lsi Industries Inc | +2.4% | +125.69% | Add |
| 4 | ALOT | Astronova Inc | 0% | — | Unchanged |
| 5 | TWIN | Twin Disc Inc | -1% | — | Unchanged |
| 6 | ALNT | Allient Inc | -1.1% | -8.43% | Trim |
| 7 | OFIX | Orthofix Medical Inc | -3.7% | +13.29% | Add |
| 8 | AORT | Artivion Inc | -4.8% | — | Unchanged |
| 9 | BA | Boeing Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Juniper Investment Company, LLC reported a total U.S. public equity portfolio value of $377.6M across 9 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including LINC, BVS, ALNT) accounted for 73.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BA
市值: $298.5K
Top Position Liquidated / Trimmed
LINC
前期市值: $57.1M
During Q1 2026, Juniper Investment Company, LLC's top holdings by market value included LINC (25.2%)、BVS (20.2%)、ALNT (15.0%). The largest single position, LINC, represented 25.2% of total portfolio value.
In Q1 2026, Juniper Investment Company, LLC made 5 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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